BILL ANALYSIS                                                                                                                                                                                                    






                 SENATE JUDICIARY COMMITTEE
                  Adam B. Schiff, Chairman
                 1999-2000 Regular Session


SB 587                                                 S
Senator Burton                                         B
As amended April 5
Hearing Date: April 6, 1999                            5
Business and Professions Code                          8
GWW:cjt                                                7
                                                       

                           SUBJECT
                               
   Forum Selection Clauses:  Beer Distribution Contracts

                         DESCRIPTION  

This bill would make void and unenforceable a forum  
selection clause in a contract between a beer manufacturer  
and a beer wholesaler for the sale and distribution of beer  
in this state, which restricts venue to a forum outside  
this state, with respect to any claim arising under or  
relating to the agreement. 

                          BACKGROUND  

Forum selection clauses are contractual provisions which  
seek to designate the forum or court in which any dispute  
arising under the contract shall be resolved.  Thus, for  
example, a forum selection clause in a contract between a  
California beer distributor and a Milwaukee brewery may  
require any dispute arising under the contract to be  
brought and litigated in a designated Milwaukee court.   
Forum selection clauses which have been "freely negotiated"  
and are not "unreasonable and unjust" have been generally  
enforceable.  (Valentino & Smith Inc. v. Sup. Ct.(Life  
Assur. Co. o Penn.) (1976) 17 Cal.4th 491.)     

Generally, the proper venue for an action is where the  
cause of action arose.  In contract claims against a  
corporation, the action may be brought in the county where  
the contract is made, where the contract is to be  
performed, or where the breach occurs.  (Code of Civil  
                                                       
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Procedure section 395.5.)  

As to contract disputes arising in California, "[A]  
provision in a contract purporting to fix the venue of a  
future action on the contract in a particular county is  
illegal and void."  3 Witkin, California Procedure, Actions  
sec. 708 (4th Ed. 1996).   (Citing, General Acceptance  
Corp. v. Robinson (1929) 207 Cal. 285.  Emphasis in  
original.) 

                   CHANGES TO EXISTING LAW
 
  Existing law,  the Alcoholic Beverage Control Act, licenses  
and regulates
beer manufacturers and wholesalers.  

  Existing law,  Business and Professions Code section 20040.5  
of the California Franchise Relations Act, makes void and  
unenforceable a provision in a franchise agreement which  
restricts venue to a forum outside this state with respect  
to any claim arising under or relating to a franchise  
agreement involving a franchise business operating within  
this state.

  This bill  would amend the Alcoholic Beverage Control Act to  
provide that a provision in an agreement between a beer  
manufacturer and a beer wholesaler for the sale and  
distribution of beer in this state, which restricts venue  
to a forum outside this state is void with respect to any  
claim arising under or relating to the agreement involving  
a beer wholesaler operating within this state.  The bill  
would apply to any transaction or conduct pursuant to the  
agreement on or after the effective date of the measure.

                           COMMENT
  
1.  Stated need for legislation
  
  According to the sponsor, the California Beer and  
  Beverage Distributors, their members are being forced to  
  accept, by one out-of-state brewery, forum selection  
  clauses in their beer distribution contracts which  
  require any dispute to be brought and resolved in the  
  home state of the out-of-state brewery.  This choice  
  between either subjecting themselves to an out-of-state  
                                                             




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  forum or losing their distribution rights is really no  
  choice at all.                

  This measure, they argue, is needed to level the playing  
  field and ensure that  California beer distributors are  
  not unfairly forced to litigate claims arising out of  
  their distribution agreement in an out-of-state court at  
  considerable        expense, inconvenience, and possible  
  prejudice to the California business.                  

  Few business owners, proponents contend, can afford to  
  defend or prosecute their actions in another state.  The  
  author of SB 587 contends that these forum selection  
  clauses put the California business owner at a tremendous  
   disadvantage in pursuing meritorious actions or  
  defending against frivolous claims.  He also points out  
  that, at least in the case of the one brewery, the forum  
  selection clause is inserted into a standard contract  
  which the distributor is offered on a "take-it or  
  leave-it" basis.  In the absence of arms-             
  length negotiations and equal bargaining position, such  
  terms are usually unconscionable.  The author asserts  
  that it is in the state's interest and powers to void as  
  a matter of law such contractual terms to protect its  
  businesses.  

2.  Measure would not, in turn, force California  
  jurisdiction:  inconvenient forum law still applicable  

  While SB 587 would permit an action to be filed in  
  California instead of the forum designated by the forum  
  selection clause, the bill would not make the doctrine of  
  forum non convenien inapplicable and preclude the  
  California court from transferring the action to a more  
  convenient forum.  That doctrine states that a court may  
  decline jurisdiction over a case and transfer it in  
  situations where the cause of action would be more  
  conveniently and fairly tried in another state.  Factors  
  affecting the court's decision are set forth in case law.  
   This bill would add to those considerations of factors  
  the State's public policy interest in protecting a  
  California businesses' ability to litigate and defend  
  claims in a convenient forum.   

3.  Policy consistent with other existing statutes 
                                                             




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   Business and Professions Code section 20040.5 makes void  
  and unenforceable a provision in a franchise agreement  
  which restricts venue to a forum outside this state with  
  respect to any claim arising under or relating to a  
  franchise agreement involving a franchise business  
  operating within this state.  This provision was enacted  
  by AB 1920 (Peace) in 1994 to protect California  
  franchisees from unfair forum selection clauses in  
  franchise agreements.              

  Similarly,  Code of Civil Procedure section 410.42  
  prohibits out-of-state forum selection clauses to resolve  
  disputes in a contract between a contractor and a  
  subcontractor with principal offices in California, for  
  any construction work in California.  

4.  Applicable to any transaction or conduct on or after the  
  effective date

   The bill would specify that its provisions would apply to  
  any transaction or conduct pursuant to a beer  
  distribution agreement on or after the effective date of  
  the bill.  Proponents content that the bill would not  
  impair existing contracts as the bill would apply  
  prospectively to conduct which occurred after the  
  effective date of the bill.  Further, the change is a  
  procedural one  which does not affect substantive rights.  
                 

Support:  None Known

Opposition:  None Known




                           HISTORY
  
Source:  California Beer and Beverage Distributors

Related Pending Legislation:  None Known

Prior Legislation:  None Known

                                                             




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